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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,126 | $81,504+167.6% | $102,437+112.9% | $80,959+169.4% |
| Participation rate | 99.0% | 66.9%+32.1pp | 74.5%+24.5pp | 67.7%+31.3pp |
| Annual return | 138.94% | 25.60%+113.3pp | 24.95%+114.0pp | 35.67%+103.3pp |
| Employer contribution / active EE | $20,758 | $3,104+568.8% | $3,871+436.3% | $2,757+652.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $19,545 | $6,719+190.9% | $8,388+133.0% | $6,925+182.2% |